File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
Your signed operating or partnership agreement stays with the right company, alongside its signing certificate and links for the owner.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.